The sad truth is most life insurance agents do not hold annual reviews for their clients. But every problem is an opportunity for the right people.

If you can get good at doing a policy review with people, you now get to work with those who do NOT have coverage, but also those who already do have coverage. Most coverage reviews, if conducted properly, will reveal opportunities to put a client in a better position.

And, clients will appreciate that you're one of those agents who keeps in touch to review one of their most important documents.

This podcast dives down deep into how to do one, what to look for, what key questions to ask and how to uncover opportunities for writing more business as an insurance agent.

I hope it helps!

If you like this, you may enjoy ⁠⁠my book⁠⁠.

To protect your family, ⁠⁠contact us⁠⁠.

To change your life, ⁠⁠join our team⁠⁠.